See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,137 | $127,065-1.5% | $113,168+10.6% | $142,382-12.1% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 14.01% | 24.03%-10.0pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,353 | $3,442-31.7% | $2,975-20.9% | $4,299-45.3% |
| Participant deferral / active EE | $2,179 | $5,716-61.9% | $5,107-57.3% | $6,507-66.5% |
| Admin fee / account holder | $2,555 | $15,736-83.8% | $12,068-78.8% | $12,624-79.8% |